Aristotle Atlantic Partners, LLC 13F Holdings

CIK 0001697267 · New York, NY

As of Sep 30, 2025, Aristotle Atlantic Partners, LLC reported 85 positions worth $3.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology2,230,573$416.2M12.07%
MICROSOFT CORPMSFTTechnology600,330$310.9M9.02%
APPLE INCAAPLTechnology976,639$248.7M7.21%
BROADCOM INCAVGOTechnology529,397 74.7M5.07%
ALPHABET INCGOOGLEquity665,065 61.7M4.69%
META PLATFORMS INCMETACommunication Services195,057 43.2M4.16%
VISA INC-CLASS A SHARESVFinancial Services334,408 14.2M3.31%
ORACLE CORPORCLTechnology386,548 08.7M3.15%
AMAZON.COM INCAMZNEquity434,543$95.4M2.77%
TRANE TECHNOLOGIES PLCTTBasic Materials210,345$88.8M2.57%
JPMORGAN CHASE & COJPMFinancial Services277,604$87.6M2.54%
NETFLIX INCNFLXCommunication Services66,547$79.8M2.31%
HOME DEPOT INCHDConsumer Cyclical167,509$67.9M1.97%
COSTCO WHOLESALE CORPCOSTConsumer Defensive71,487$66.2M1.92%
GUARDANT HEALTH INCGHHealthcare923,734$57.7M1.67%
BIO-TECHNE CORPTECHHealthcare1,027,331$57.2M1.66%
NORFOLK SOUTHERN CORPNSCIndustrials183,923$55.3M1.60%
ELI LILLY & COLLYHealthcare67,990$51.9M1.50%
ANALOG DEVICES INCADITechnology195,147$47.9M1.39%
ADAPTIVE BIOTECHNOLOGIES CORPADPTHealthcare3,126,719$46.8M1.36%
AMETEK INCAMEIndustrials237,463$44.6M1.30%
MERCK & CO INCMRKHealthcare496,610$41.7M1.21%
S&P GLOBAL INCSPGIFinancial Services82,878$40.3M1.17%
THERMO FISHER SCIENTIFIC INCTMOHealthcare74,648$36.2M1.05%
DARLING INGREDIENTS INCDARConsumer Defensive1,123,882$34.7M1.01%